MIB: Hunting the White Whale
How do you get the greatest hedge fund manager in recent history to talk to you? That was the challenge facing Wall Street...
Powerball Mentality
Gene Fama’s discussion earlier this week made me revisit some ideas on outperformance and the zero sum game. In particular, the...
10 Thursday AM reads
My morning train reads: • 14 things we learned from Gene Fama’s interview (Evidence-Based Investor) See also Eugene Fama...
The Weaponisation of Context
Information Disorder: Dis-, Mis- and Mal-information Source: First Draft Claire Wardle writes, “We live in an age of...
Total Return versus Price Only
Source: Wall Street Journal Occasionally, we need to stop and smell the roses. At dinner Monday night with some of my crew...
10 Wednesday AM Reads
My mid-week morning train reads: • Stocks Are Soaring Because Supplies Are Limited: The number of publicly traded companies has dropped...
Masters in Business Streaming Live with Fama & Booth
I know I abuse the phrase, but this week, I have two EXTRA SPECIAL guests: Eugene Fama and David Booth. Fama is the winner of the 2013...
10 Tuesday AM Reads
My Two-for-Tuesday morning train reads, fresh from the Sophy Hotel in Chicago: • Why Investors Might Want to Bet on Humble CEOs. (WSJ)...
Coming tomorrow: MIB Live with Gene Fama and David Booth
What if we could get two legends in the world of investing together for a discussion on their lives, careers, and the art & science...
10 Monday AM Reads
My start of the week morning plane reads: • WallStreetBets sub-Reddit: “Like 4chan found a Bloomberg terminal” (Bloomberg) •...